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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 250 | $810M | +$479M | $0 | +$479M | QLTY, MTZ, VERX, IWB, AAPL | 13F-HR | 11/13/2025, 05:08 PM |
| Q2 2025 | 18 | $4.66M | $0 | $0 | QLTY, VERX, FULT, DFAC, BSY | 13F-HR | 8/7/2025, 03:46 PM | |
| Q1 2025 | 431 | $945M | +$45.7M | -$46.1M | -$391K | MTZ, VERX, JGRW, AAPL, IWB | 13F-HR | 4/22/2025, 05:38 PM |
| Q4 2024 | 410 | $1.03B | +$124M | -$64.6M | +$59.1M | MTZ, VERX, JGRW, AAPL, IWB | 13F-HR | 2/14/2025, 11:09 AM |
| Q3 2024 | 376 | $923M | +$86.9M | -$44.4M | +$42.6M | MTZ, VERX, AAPL, IWB, MSFT | 13F-HR | 11/13/2024, 01:28 PM |
| Q2 2024 | 327 | $823M | +$51.9M | -$45.4M | +$6.48M | MTZ, VERX, AAPL, IWB, MSFT | 13F-HR | 7/30/2024, 04:16 PM |
| Q1 2024 | 313 | $791M | +$34M | -$97.8M | -$63.8M | MTZ, VERX, IWB, IVV, AAPL | 13F-HR | 4/30/2024, 09:38 AM |
| Q4 2023 | 306 | $776M | +$140M | -$50.5M | +$89.7M | MTZ, VERX, AAPL, IWB, IVV | 13F-HR | 2/12/2024, 12:56 PM |
| Q3 2023 | 293 | $621M | +$55M | -$19.9M | +$35.1M | MTZ, AAPL, IVV, IWB, SPY | 13F-HR | 11/14/2023, 08:57 AM |
| Q2 2023 | 267 | $674M | +$88.5M | -$12.4M | +$76.1M | MTZ, AAPL, IVV, SPY, MSFT | 13F-HR | 7/20/2023, 12:40 PM |
| Q1 2023 | 252 | $542M | +$33.8M | -$68.7M | -$34.9M | MTZ, IVV, AAPL, MSFT, OEF | 13F-HR | 5/1/2023, 04:56 PM |
| Q4 2022 | 242 | $546M | +$71.7M | -$34.3M | +$37.3M | MTZ, OEF, IVV, AAPL, SPY | 13F-HR | 2/1/2023, 02:21 PM |
| Q3 2022 | 227 | $453M | +$49.5M | -$12.2M | +$37.3M | MTZ, OEF, AAPL, SPY, JNJ | 13F-HR | 11/9/2022, 01:08 PM |
| Q2 2022 | 220 | $475M | +$51.9M | -$1.41M | +$50.5M | MTZ, OEF, VTWO, SPY, AAPL | 13F-HR | 7/25/2022, 01:36 PM |
| Q1 2022 | 215 | $515M | +$277M | -$3.81M | +$273M | MTZ, OEF, VTWO, SPY, AAPL | 13F-HR | 5/11/2022, 01:38 PM |
| Q4 2021 | 133 | $273M | +$11.1M | -$3.94M | +$7.17M | OEF, VTWO, RBLX, SPY, BSY | 13F-HR | 2/14/2022, 10:59 AM |
| Q3 2021 | 127 | $250M | +$13.3M | -$4.04M | +$9.24M | OEF, VTWO, BSY, SPY, RBLX | 13F-HR | 10/13/2021, 12:47 PM |
| Q2 2021 | 124 | $246M | +$45.2M | -$32.8M | +$12.4M | OEF, BSY, VTWO, RBLX, VOO | 13F-HR | 7/13/2021, 03:38 PM |
| Q1 2021 | 122 | $226M | +$43M | -$1.69M | +$41.4M | OEF, PCT, VTWO, SPY, UBER | 13F-HR | 4/12/2021, 11:09 AM |
| Q4 2020 | 111 | $176M | +$13.4M | -$8.62M | +$4.8M | OEF, VTWO, SPY, UBER, MDY | 13F-HR | 1/15/2021, 10:24 AM |
| Q3 2020 | 109 | $151M | +$23.8M | -$3.43M | +$20.4M | OEF, SPY, MDY, AAPL, UBER | 13F-HR | 10/8/2020, 09:41 AM |
| Q2 2020 | 102 | $126M | +$25.2M | -$13.4M | +$11.8M | OEF, SPY, MDY, UBER, AAPL | 13F-HR | 7/9/2020, 11:33 AM |
| Q1 2020 | 96 | $99.9M | +$11.6M | -$16.1M | -$4.56M | SPY, MDY, WTRG, UBER, AAPL | 13F-HR | 4/15/2020, 10:23 AM |
| Q4 2019 | 132 | $158M | +$17.5M | -$2.59M | +$14.9M | MDY, SPY, WTR, FULT, AAPL | 13F-HR | 1/21/2020, 07:45 AM |
| Q3 2019 | 110 | $134M | +$4.02M | -$4.47M | -$448K | MDY, SPY, WTR, FULT, IVV | 13F-HR | 10/10/2019, 12:08 PM |
| Q2 2019 | 355 | $148M | +$7.22M | -$12.8M | -$5.58M | MDY, SPY, WTR, FULT, VOO | 13F-HR | 7/15/2019, 03:26 PM |
| Q1 2019 | 115 | $148M | MDY, SPY, WTR, IVV, FULT | New Holdings | 4/12/2019, 12:02 PM | |||
| Q1 2019 | 396 | $161M | +$21.7M | -$7.76M | +$13.9M | MDY, SPY, WTR, IVV, FULT | 13F-HR | 4/8/2019, 10:50 AM |
| Q4 2018 | 109 | $132M | +$6.17M | -$16.8M | -$10.6M | MDY, SPY, WTR, FULT, IVV | 13F-HR | 1/14/2019, 12:31 PM |
| Q3 2018 | 447 | $203M | +$68.9M | -$697K | +$68.2M | MDY, SPY, WTR, FULT, IVV | 13F-HR | 10/18/2018, 04:36 PM |
| Q2 2018 | 396 | $134M | +$19M | -$2.93M | +$16M | MDY, SPY, WTR, CUBI, FULT | 13F-HR | 7/19/2018, 10:17 AM |
| Q1 2018 | 351 | $135M | +$43.3M | -$4.78M | +$38.5M | MDY, SPY, CUBI, WTR, BSV | 13F-HR | 4/17/2018, 11:38 AM |
| Q4 2017 | 327 | $103M | +$13.2M | -$2.46M | +$10.8M | MDY, WTR, SPY, CUBI, FULT | 13F-HR | 1/26/2018, 02:37 PM |
| Q3 2017 | 322 | $89.7M | +$12.2M | -$3.55M | +$8.69M | MDY, WTR, CUBI, SPY, FULT | Restatement | 11/3/2017, 04:15 PM |
| Q2 2017 | 189 | $78.4M | +$7.05M | -$3.55M | +$3.49M | MDY, WTR, SPY, CUBI, FULT | 13F-HR | 11/1/2017, 03:27 PM |
| Q1 2017 | 186 | $74M | +$8.28M | -$86.9M | -$78.6M | MDY, WTR, CUBI, SPY, FULT | 13F-HR | 11/2/2017, 04:18 PM |
| Q4 2016 | 193 | $38M | WTR, FULT, EFX, VOO, RGA | 13F-HR | 11/3/2017, 10:17 AM |